Johan Rosenqvist
J_Rosenqvist
The battle of the emerging SmartNIC market for data centers. FPGA vs SoC? Xilinx, NVIDIA, Marvell, Broadcom or Napatech?Here is my take on it.Thread (1/23) As the demand for hyperscale
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This week it’s time for one of my since long largest holdings, ASML, to report. I’ve previously discussed the company, but to give some brief context it sells high-tech equipment
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In Nov 2018 I dipped my toes into the 𝘊𝘢𝘳𝘥𝘢𝘯𝘰 crypto project. The objective for doing so was to create incentives to learn more about crypto. Cardano’s (ADA) transparent and
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